How do I create contacts and contact groups for use by CRD schedules?

The Address Book in CRD allows you to create and store contacts for later use by CRD schedules. You can also create contact groups and easily add or remove contacts as needed.

Address Book

  • Go to Address Book
Crystal Reports: CRD Home Menu.
  • The CRD Address book allows you to set up contacts and group contacts for use in schedules.
Crystal Reports: Address Book in CRD.

New Contact

  • Click New Contact
Crystal Reports: Address Book in CRD.
  • Enter the contacts details and click OK to save.
Crystal Reports: Adding a contact in Address Book in CRD.

New Group

  • Click New Group
Crystal Reports: Address Book in CRD.

 

Crystal Reports: Adding a group in Address Book in CRD.
  • Group Name: Enter a name for the Group
  • Add Contact: Select the name from the drop down list and click down arrow button to add to the group.
  • Click OK to save.

Menu tab

You can switch between your groups and contacts by using the tab on the left.

Crystal Reports: Address Book in CRD.

 

Crystal Reports: Address Book in CRD.

 

Crystal Reports: Address Book in CRD.
  • Delete: Select a contact or group and click this button to delete.
  • Edit: Select a contact or group and click this button to edit or simply double-click the contact or group.
  • Import: Click this button to import a previously exported address book.
  • Export: Click this button to export your address book.